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Asset Management - EMEA Client Onboarding Manager - Associate

5.00 to 8.00 Years   Mumbai City   27 May, 2023
JPMorgan
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaGeneral / Operations Management
EmploymentTypeFull-time

Job Description

    • Engage key stakeholders, manage project work streams and all associated activities to support implementation of initiatives from initiation phase through to post implementation review
    • Chair regular Front Office, Operational and relevant work stream meetings documenting actions and tracking progress to completion
    • Understand and translate business requirements into project plans, onboarding checklists, process flows and runbooks
    • Provide effective communication and regular status reporting to key stakeholders
    • Proactively identify risk and control issues to prevent and mitigate risks
    • Collaborate to resolve challenges and escalate to stakeholders / the Management team as appropriate. Review the effectiveness of implementation and endeavor to identify ways to improve the way we work
    • Ensure the development of end-to-end operating models that are strategic and scalable where possible. Develop, review and maintain functional procedures and project management tools. Support the global team to develop best practice standards and consistency.
    Required qualifications, capabilities and skills
    • Professionally qualified CA / CFA or Post Graduate finance professional, MBA with 5 years of experience in Financial Services industry or Graduate with 7-8 years of experience
    • Asset Management or relevant Investment Banking, Wealth Management experience desired but not mandatory. A solid level of financial product knowledge including Equity, Fixed Income, Currency, Derivatives and Funds Investment. Trade flow knowledge from event inception, trade execution through to operational settlement.
    • Strong interpersonal skills, comfortable working with a wide audience varying in degrees of seniority and ability to develop effective relationships with key business partners. Project Management experience with the ability to manage initiatives concurrently end to end.
    • Excellent time management skills. Strong MS Office skills including Excel, Word and PowerPoint and ability to use web-based technology effectively.
    • Disciplined, self-motivated, and delivery-focused individual who is able to work independently where required. Ability to identify process improvements and implement appropriate changes.
    • Strong verbal, written and interpersonal communication skills to build relationships with senior business stakeholders and Clients.
    ,

Keyskills :
fixed incomeclient servicingasset managementmarketing supportproduct knowledge

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